Angela Tille is a financial advisor at Portfolio Design Services, LLC with six years of industry experience. She holds a Series 65 designation and has worked exclusively with Portfolio Design Services since 2019, following a 13-year period of experience with the Tille Family. Portfolio Design Services, LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm customizes investment strategies based on client goals, time horizon, and risk tolerance, managing accounts primarily on a discretionary basis with regular reviews and rebalancing.

Bradley Olson is a financial advisor at Portfolio Design Services, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Portfolio Design Services since 2007. Portfolio Design Services, LLC provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and estates. The firm customizes investment strategies based on clients’ goals, time horizons, and risk tolerance, managing accounts primarily on a discretionary basis with regular reviews and rebalancing.

Paul Kluskowski is a financial advisor at T/R Financial Management Group, LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at Lotus Investment Management, LLC from 2006 to 2019. In addition to his advisory role, he is the managing member of Cobalt Tax Services, LLC, a tax preparation and consultation business. T/R Financial Management Group provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts. The firm employs a blend of proprietary technical, cyclical, and fundamental analysis to construct diversified portfolios, operating as a fee-only adviser that does not sell commission products.

Michael Pepin is a financial advisor with CX Institutional, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and First Allied Advisory Services. He volunteers as an adult community education instructor teaching financial topics and serves on the board of a local nonprofit addressing homelessness and hunger. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment process across various asset classes, integrating financial planning and utilizing third-party technology, with offerings that include specialized strategy portfolios and both wrap and non-wrap program structures.

Linda Skoglund is a ChFC® credentialed financial advisor with 34 years of industry experience. She is currently with Alera Investment Advisors, LLC and has prior experience at Cambridge Investment Research Advisors and Ja Counter. Skoglund serves on the board of Alera Group and is president of 2LMK, LLC, a family limited partnership managing investment accounts and rental properties including farmland and a rental property in Costa Rica. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis-driven investment approach and integrates its advisory services with insurance and pension consulting platforms.

Andrew Rineck is a financial advisor with Alera Investment Advisors, LLC and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Cambridge Investment Research and its affiliates. Outside of his advisory work, he serves as a captain and firefighter for the City of River Falls and works as a tax preparer. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term investment approach using a combination of internal management, affiliate platforms, and independent managers, serving both retail investors and plan sponsors.

Christopher Swanson is a CFP® with 26 years of industry experience. He currently serves with Great Valley Advisor Group, LLC and has held roles at Summit Investment Advisory Services, Inc. and LPL Financial. Outside of financial services, he is involved as an owner and strategic manager of Dunn Bros. Coffee. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Stephanie Birenbaum is a financial advisor at Diversify Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc and OSAIC. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach using multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and ERISA fiduciary requirements where applicable.

Rachel McDonough is a CFP® professional with 22 years of industry experience, currently serving at EverSource Wealth Advisors, LLC since 2021. Prior to joining EverSource, she spent seven years with Ameriprise Financial Services, Inc. Ms. McDonough is involved in several advisory roles related to impact and values-based investing, including consulting through her firm Wealthfluence, LLC, and serving on advisory boards focused on impact measurement and social causes. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers a range of investment programs and values-based portfolio options informed by a Judeo-Christian framework, and it provides specialized services to other RIAs and nonstandard institutional clients.

Bjorn Nesvold is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Landmark Wealth Management Group, and Thrivent Financial. Outside of his advisory role, he serves on the advisory board of Windstrip LLC, a company that develops combined vertical wind turbine and solar energy units for telecom towers in remote locations, and is a board member of Operation HELP, a nonprofit providing financial assistance and community support in St. Croix County. Beacon Pointe Advisors offers investment advisory and consulting services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing proprietary due diligence and allocates primarily through third-party independent managers, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

John Levi is a financial advisor at Beacon Pointe Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial for Lutherans, Purshe Kaplan Sterling Investments, and Beacon Pointe Insurance Services. He is a silent partner in an assisted living investment property through River Falls QOZB, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach using both active and passive strategies and sponsors proprietary investment vehicles while serving as an operating general partner for multiple private funds.

Jon Sheflet is a financial advisor with United Planners Financial Services of America, holding a Series 63 license and bringing 36 years of industry experience. His background includes long-term roles at Crown Capital Securities LP and his own businesses, including farming since 2012. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets and offers advisory and brokerage services with a notable focus on non-discretionary client-directed account management.

Benjamin Ingram is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 designation. He has two years of industry experience and previously worked at Landmark Wealth Management Group, Cunningham Restaurant Group, Nvent Electric, Redpath & Company, and Room & Board. Ingram is also involved with Lake Elmo Inn, Inc., where he has been active since 2014. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private assets.

Kurt Haugen is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. He is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced CIO services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

James Geissler is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Geissler CPA, Inc., Landmark Wealth Management Group, and Schechter Dokken Kanter CPAs. He maintains an active role at Geissler CPA, Inc. outside his advisory work. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Jessica Barbey is a financial advisor at PNC Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at WestPark Capital, Inc., Wells Fargo Clearing, and Woodbury Financial Services, Inc. Outside of finance, she is involved in retail operations as a cashier at Devine Liquors, LLC in River Falls, WI. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that utilizes algorithm-driven risk assessments and third-party management of mutual funds and ETFs.

Morey Wade is a financial advisor with Cetera in River Falls, WI, holding Series 63 and Series 65 licenses and 18 years of industry experience. Prior to joining Cetera in 2024, he spent 20 years at PNC. He also operates a securities and planning business under the North Star Resource Group brand. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Troy Dostal is a financial advisor at Fidelity with 11 years of industry experience. He previously worked at Ameriprise Financial Services from 2015 to 2021 before joining Fidelity. Outside of his advisory role, he serves on the board of directors for Optimist International, a nonprofit focused on youth development, and is involved in restaurant and cleaning businesses. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Carter Christensen is a Series 66 licensed advisor with two years of industry experience, currently with Thrivent Investment Management. His prior work includes roles at WESTconsin Credit Union and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics, allowing clients to combine planning with managed-account programs while keeping services separate.

John Orourke is a financial advisor with LPL Financial in Hammond, Wisconsin. He holds a Series 63 designation and has 42 years of industry experience, including 39 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.